Managed Services Consultant responsible for supporting and optimizing use of Zendesk products. Collaborating with customers on strategies and ongoing engagement to drive value.
About the role
- Wealth Management Planning Consultant supporting high-net-worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
Responsibilities
- Handling inbound calls and emails generated by a book of clients and collaborating on customer communications
- Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
- Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews
- Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
- Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant
- Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Financial Services experience, we recommend five years
- Degree and/or other professional certifications such as CFP are helpful
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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